In our latest webinar, we shared three ways physicians can use Pippen’s new encounter experience — for new patient intake, referrals, and post-hospital follow-ups.
The session focused on something we hear every day from physicians: charting is only part of the problem. The bigger challenge is everything surrounding the visit — reviewing records, preparing referrals, summarizing hospital stays, and keeping up with follow-up tasks.
1. New Patient Intake — Summarizing Records Faster
Taking on a new patient often means reviewing pages of previous records before the visit even starts.
In the webinar, we showed how Pippen can bring previous records into the encounter and generate a structured summary using a simple prompt:
“Summarize the previous records here. And I would like to specifically isolate the following fields: past medical history, medications, allergies, smoking history, family history, immunizations. And then I want to show a summary of progress notes, consultations, investigations.”
This gives physicians a cleaner starting point for the visit — with the key history already organized, instead of buried across pages of records.
2. Making Referrals Easier
Referral work can take up a lot of time, especially when it involves reviewing records, summarizing the case, writing consult notes, and drafting letters.
In the webinar, we showed a sports medicine consultation where the physician had a referral package that included the referral question, past medical history, imaging, and blood work. We uploaded that package into Pippen, selected the sports medicine consultation template, and used the patient conversation to generate the note.
Instead of jumping between systems or piecing everything together manually, physicians can create referral-ready documentation directly from the encounter.
3. Simplifying Post-Hospital Follow-Ups
Post-hospital visits can be complicated. Discharge summaries are often long, fragmented, and difficult to review during a busy clinic day.
Pippen helps organize and summarize hospitalization records before and during the visit. Combined with encounter transcription, it can help physicians review admissions, organize medication changes, draft follow-up notes, and build a clearer management plan.
In this webinar, AJ shows how to upload a 14-page hospital discharge summary into Pippen, add it as context during the visit, and use the patient conversation to generate a follow-up note that includes both the discharge information and what has changed since hospitalization.
The goal is not to replace clinical judgment. It’s to reduce the administrative work around the visit so physicians can focus on the patient.
A More Flexible Encounter Experience
Pippen’s redesigned encounter experience brings audio recordings, uploaded documents, templates, added context, and prompts into one place.
That flexibility matters in family medicine. Some visits are straightforward. Others involve years of records, multiple specialists, or complex follow-up after a hospital stay.
The new encounter experience was designed to support those different workflows in a way that fits naturally into primary care.
If you missed the webinar, you can watch the full recording below.
For questions, support, feedback, or help with templates, contact team@pippen.ai.
I 100 percent recommend this to any family physician. I didn't realize how cumbersome charting had become until Pippen eliminated it as a burden for me. My days are immeasurably more enjoyable and I am able to deliver better care to my patients. Pippen takes my feedback to constantly improve my notes. Because of Pippen my workdays are a breeze whereas before they were a tsunami of paperwork 